Create the Questionnaire
Create a custom client questionnaire designed to identify your client's risk capacity, risk need, and risk tolerance. To do so, please take the steps outlined below.
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Click Menu in the top left corner > Administration & Tools > Risk Scores.
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Enable this feature if you have not done so already by taking the steps outlined here
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Create a questionnaire by choosing questions from the Available Questions panel towards the bottom of your page
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To add a question, click the + icon on the left hand side. This question will now populate at the top of your page under the Question tab.
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To remove a question, hover your mouse over the question an click the x icon. You can re-add at any time from the Available Questions section.
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To move a question higher of lower, hover your mouse over the question and select the horizontal line icon. Click and drag to move the question up or down.
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- The Available Questions list is broken into three categories: Capacity, Need, and Tolerance
You must include at least two Primary questions from each category. Click the tabs at the top of the page to switch between categories.
You must include a minimum of nine questions total.
There is no limit to the number of questions you can include.
Below the list of added questions, we provide a dynamic checklist that tells you when you have satisfied the minimum requirements of a completed questionnaire.
To help you better understand a question, hover your mouse over a question to see the answers that will be available to clients.
- Continue to add questions until you deem the questionnaire is complete.
- Click Save to save your draft. Click Make Active to activate the questionnaire and distribute it to clients.